Commodities

The top 10 gold miners are stable producers. The next 10 discussed today are a completely different ballgame.

The miners discussed today are much more leveraged to gold prices.

Investing in such companies might be less risky and provide higher upside if done with a proper investing strategy.

Introduction

This article is the second in a series of articles that cover the 50 gold miners held by the Van Eck Gold Miners ETF (GDX). For more info about the purpose of these articles, please read the first article in the series where I analyzed the top 10 global gold miners. More →

I will discuss gold miners to give you an overview of what you can expect when investing in them.

As I’ll cover all the holdings of the biggest gold ETF, the Van Eck Gold Miners ETF (GDX), you will also get a good idea about the ETF. This article is part one of the top 10 holdings we’ll discuss.

Perhaps it’s too early, but it might actually be the best time to hedge your portfolio with gold miners.

Introduction

I’ve already described why it’s important to own gold miners in your portfolio. No one knows if gold will hit $5,000 or $500 in the next 5 years, but if you can invest in a way where you can’t lose much but you can also win big, it’s definitely a thing to look at. More →

I’ll describe the nickel supply and demand environment, which is now getting interesting.

This also creates an interesting risk reward investment situation.

Introduction

In the last two years, you’ve seen me be extremely bullish on copper and zinc. In the last year and a half, copper prices are up more than 50% while zinc prices are up more than 100%. Was my past analysis just a lucky guess or real knowledge? If there had been a global recession, I would have been dead wrong but there was a significant probability that both metals would rise and I was able to see that because investing in commodities is relatively easy. More →

Commodities should be an essential part of a portfolio going into 2018.

I’ll discuss the risks and rewards scenarios that will help you better assess portfolio exposure.

Some commodities have better risk reward ratios than others.

Introduction

Today, I’ll continue with my discussion on how to prepare an all-weather portfolio for 2018. No one knows what will happen this year, therefore it’s best to be prepared for anything with careful risk reward portfolio allocations.

In this article, we’ll dig deeper into commodities as they are supposed to do well in an environment of economic growth, especially if there is inflation. More →

I recently wrote about how gold is an essential part of a portfolio. However, today I want to dig deeper into what kind of gold investments could be the best fit your portfolio because it’s all about your personal preferences and every gold miner is different.

All indicators show a stock market crash is imminent, but what will the trigger be?

I’ll discuss what can happen and how bad it could get.

As for the timing of it, the best thing is to be prepared for anything.

Introduction

To see whether the stock market will crash in 2018 or not, we have to first see what makes a stock market crash and the best way to do that is to look at the 2001 and 2008 market crashes because the financial environment prior to those crashes resembles the current market environment. More →

Today, we’ll discuss the sustainability of developed financial systems as they are now.

We’ll also take a look at the much talked about Chinese slowdown.

I’ll finish with a take on gold and what could happen.

Introduction

In today’s article, I’ll discuss the financial environment we are living in.

It’s very important to see the fundamental trends and forces surrounding what looks like a stable and strong financial system. The fundamental forces are crucial because in the long term, those forces eventually prevail and have a huge impact on all financial assets. More →

Being a value growth investor, I’d recommend a stock that has a strong margin of safety—thus little chance of permanent capital loss—while also having huge upside coming from market recognized or unrecognized catalysts.

There are some investments out there where the potential loss is total while the potential upside is extremely high. I wouldn’t call these investments, and only would recommend one as it’s more like a bet.

To keep things interesting, today I want to share with you such a bet by discussing a non-linear stock with out of the box thinking management, McEwen Mining (NYSE: MUX). MUX will give you a clue as to how I research potential investments and analyze their risk reward ratios.

McEwen Mining

MUX is a producing, developing, and exploring gold/coper miner. Currently, it produces only gold, so the market puts it into the gold miners basket. Nevertheless, it has 3 producing mines in Ontario, Mexico, and Argentina, two gold mines in development, and various exploration targets. More →

There are many examples of simple investments that returned more than 1,000%, some even 10,000%, over the last few decades.

In order to take advantage of such investments, you have to look at the extremes of what could happen in the next few years that aren’t included in the current economic models that use statistical averages.

Statistical averages are what you have to look for to protect you from negative surprises and open your portfolio to extremely positive surprises.

Introduction

A friend of mine just sold his home in Central London for 2.4 million pounds which is an average price in London. However, what’s interesting is that he bought the property in 1996 for just 160,000 pounds. In just 20 years, the value of his London property increased 15 times.

Another example I have is from a recent WSJ article where a Park Avenue penthouse is selling for about $18 million. The funny thing is that the property was empty for 27 years as it was owned by the Former Republic of Yugoslavia which also allows us to know what the purchase price was in 1975. The purchase price was $100,000. In 40 years, the value of this property in New York increased 180 times. More →

I’ll analyze the supply and demand situation to see if there might be profit opportunities.

A cocoa ETF isn’t the only way to profit form cocoa.

Introduction

Investing in commodities is relatively easy compared to other stocks.

As an example, to profitably invest in Apple (NASDAQ: AAPL), you should be able to estimate iPhone sales for the next few years. What’s difficult is that there are a myriad of factors that influence iPhone sales. More →